The SFO platform
Run the field from your financials.
One platform from dispatch and work orders to time entry and invoicing, entirely built on the Sage data model. No middleware. No sync. No manual reconciliation.
- Real-time financial capture from the field
- Native to Sage Intacct, Sage 100 Contractor, and Sage 300 CRE
- Zero middleware, one integrated platform, countless options for your business
Workflows
Every workflow a commercial contractor runs
A dispatch board that reflects reality
Easily assign work with the drag-and-drop dispatch scheduler. Live GPS locations ensure you always know the closest tech. When the work is done, the office sees it immediately.
- ✓Color-coded assignment statuses for at-a-glance updates
- ✓Create Dispatch Groups based on skills, location, or business unit
- ✓Automatic overtime and utilization tracking
Real-time financial capture
Job and Work order details automatically populate in Sage accounting
When an assignment closes, all labor hours, parts, and miscellaneous items post to your Sage financials immediately. No nightly sync. No export-import loop. No reconciliation reports to run.
- ✓Detailed job costing on every small job and work order
- ✓Real-time hour capture flows into payroll to eliminate labor leakage
- ✓Streamlined invoicing workflow drives faster, more accurate billing
Mobile Application
Everything techs need in the palms of their hands
Assignment details, equipment info, parts availability, and more, available on both iOS and Android. Built with input from more than 200 commercial HVAC and fire-protection techs.
*Only available with SFO for Sage Intacct and Sage 300 CRE
- ✓Offline mode with conflict-free sync for zero-reception functionality
- ✓Add notes, attach photos/videos, and capture client signatures
- ✓Complete service reports, forms, and checklists directly from the field
Business Intelligence
Actionable visibility across your entire organization
Empower decision makers with instant access to essential KPIs organized into department-specific spotlights: Management, Profitability, Resources, Work Orders, Jobs, Agreements, Sales, AP/AR.
*Only available with SFO for Sage Intacct and Sage 300 CRE
- ✓Drill down into the details of specific work orders, jobs, and agreements
- ✓Breakdown profitability by agreement, customer, technician, and service line
- ✓AI-Powered Insights quickly surface trends, issues, and anomalies in your data